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They’re Out There

The wildest stuff Elon Musk said at Tesla’s shareholder meeting

Get ready to text and drive while the Optimus robot cures poverty.

Rani Molla

Tesla shareholder meetings are like no other. Where else does a man, just awarded a $1 trillion pay package, come onstage to dancing robots? CEO Elon Musk said as much himself:

“Other shareholder meetings are like snoozefests,” Musk told shareholders at his Texas Gigafactory Thursday. “This is sick. We get this cyberpunk nightclub here with real robots just standing there and milling around and dancing.”

The potential future trillionaire went on enumerate all the progress the company is making as well as a number of product timelines (to be taken with a grain of salt). That included announcing that the Optimus robot, Semi Truck, and Cybercab would go into production in 2026, and that Tesla’s Robotaxi service would next roll out in Miami, Dallas, Phoenix, and Las Vegas. But it also included a lot of wild comments from Musk.

“I’m going to say a bunch of things that probably I shouldn’t say, but that’s what keeps it interesting,” Musk warned.

Here are some of our favorite Musk comments, slightly edited, from the call.

On Optimus robots:

“Optimus will ultimately be better than the best human surgeon with a level of precision that is impossible, that is beyond human.”

“People always talked about eliminating poverty, but actually, Optimus will actually eliminate poverty.”

“I think we might maybe able to give people — if somebody committed crime — a more humane form of containment of future crime. You say, ‘You now get a free Optimus and it’s going to follow you around and stop you from doing crime.’ But other than that, you get to do anything... You don’t have to put people in prisons and stuff.”

“Things do get kind of wild from an economic standpoint because at a certain point with AI and robotics, you can actually increase the global economy by a factor of 10 or maybe 100. There’s not an obvious limit. Optimus is kind of like an infinite money glitch.”

On cartoon characters and how Teslas look:

“Apart from the Cybertruck, our cars look pretty normal... Let’s say you’ve got a cat and it’s just sitting there on the couch, and you try to tell people that the cat is actually Puss in Boots and it can put on boots and a hat and swashbuckle and sing and dance... We’ve got millions of Tesla cars out there that are the kind of like Puss in Boots. They’re intelligent, but people don’t know that they’re intelligent... You can either have a cat that’s a normal cat, or you can have Puss in Boots. And Puss in Boots is very cool.”

On Full Self-Driving milestones:

“We’re actually getting to the point where we almost feel comfortable allowing people to text and drive, which is kind of a killer app because that’s really what people want to do and do do. And actually right now, the car’s a little strict about keeping your eyes on the road.  But I’m confident that in the next month or two, we’re going to look closely at the safety statistics, but we will allow you to text and drive essentially.”

“ I think [software version] 14.3 is when we’ll really be at the point where you can just pretty much fall asleep and wake up at your destination.”

On AI chips:

“ I’m super hardcore on chips right now, as you may be able to tell. I’ve got chips on the brain. I dream about chips, literally.”

“When we extrapolate the best-case scenario for chip production from our suppliers, it’s still not enough. So I think we may have to do a Tesla tera fab. It’s like giga, but way bigger. I can’t see any other way to get to the volume of chips that we’re looking for, so I think we’re probably going to have to build a gigantic chip fab.”

Not to be outdone, some shareholders and shareholder advocates who read their proposals aloud at the start of the meeting also had some fun things to say.

John Chevedden:

“Annual election of each Tesla director will tend to keep Tesla directors away from their current status as being lapdog enablers for Mr. Musk and Mr. Musk’s outrageous executive pay and Mr. Musk’s outrageous distractions from Tesla.”

James McRitchie:

“ Tesla’s Musk premium, once a source of strength, is fading along with his global reputation. Remember, Tesla is his only publicly traded company. It’s the liquid piggy bank that fuels his other ventures. Yes, Elon Musk is brilliant, but no company should depend on a single personality. Either he stays long enough to keep using your capital elsewhere, or he moves on when the tap runs dry.”

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People spent a record 47.5% of their TV-watching time on streaming platforms in December, according to new data from Nielsen, up from the previous record of 47.3% in July. Google’s YouTube once again was the most popular streaming service by time spent, but Netflix’s share inched slightly upward to 9% from 8.8% in July, while YouTube’s fell to 12.7% from 13.4%. The jump was largely thanks to Stranger Things, which was the most watched streaming title last month.

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Amazon CEO says tariffs are inflating prices and buyers are looking for bargains

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During an interview at the World Economic Forum in Davos, Switzerland, Amazon CEO Andy Jassy said he is starting to see tariffs “creep into” pricing, as some sellers are “passing on those higher costs to consumers in the form of higher prices.”

Jassy said that while consumers are still spending, they are becoming more price conscious.

“I think that wherever they can, they are trying to trade down in price — they are looking for bargains wherever they can find bargains,” he said. “I see people a little more hesitant on higher-priced discretionary items.”

Trump has maintained that other countries are footing the bill for his tariffs. But new research suggests Americans will ultimately be the ones paying those higher prices.

Jassy said that while consumers are still spending, they are becoming more price conscious.

“I think that wherever they can, they are trying to trade down in price — they are looking for bargains wherever they can find bargains,” he said. “I see people a little more hesitant on higher-priced discretionary items.”

Trump has maintained that other countries are footing the bill for his tariffs. But new research suggests Americans will ultimately be the ones paying those higher prices.

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Musk: Tesla restarting Dojo supercomputer effort as “AI5 chip design is in good shape”

Tesla CEO Elon Musk said in a post on X over the weekend that the company plans to restart work on its Dojo supercomputer, dubbed Dojo3, saying that the AI5 chip the company had been developing is in “good shape.”

The Dojo supercomputer trains Tesla’s AI models, including the one behind its all-important Full Self-Driving tech. The company stopped work on Dojo in August. “It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs,” Musk said at the time. “The Tesla AI5, AI6 and subsequent chips will be excellent for inference and at least pretty good for training.”

“Pretty good” appears to be good enough.

In the interim, Tesla relied more on companies like Nvidia and Advanced Micro Devices for AI training. Restarting Dojo suggests Tesla plans to bring at least some AI training back in-house.

Musk also runs AI company xAI, which has its own supercomputer and a substantial business relationship with Tesla. A plurality of Tesla shareholders recently voted in favor of investing in Musk’s AI company, but the board declined to approve the measure because of a large number of abstentions.

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Jon Keegan

EPA: xAI’s Colossus data center illegally used gas turbines without permits

The Environmental Protection Agency has ruled that xAI violated the law when it used dozens of portable gas generators for its Colossus 1 data center without air quality permits.

When xAI set out to build Colossus 1 in Memphis, Tennessee, CEO Elon Musk wanted to move with unprecedented speed, avoiding all of the red tape that could slow such a big project down.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

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